T3’s Joel Bruckenstein weighed in on Vanguard’s $4.6 billion acquisition of Altruist in RIABiz: “The sale at this price is impressive,” especially when compared to the $300 million Robinhood paid for TradePMR. “Robinhood underpaid, or Vanguard overpaid.” Referring to the intended structure of the deal in which Altruist is to remain a standalone business, Joel added: “We always hear these statements when a takeover is announced.”

Read the article: Vanguard Group and Altruist can win RIA hearts

T3 founder Joel Bruckenstein was quoted in this article from Wealth Solutions Report, where he analyzes the merger of Vanguard and Altruist, an AI-based wealthtech and custodial firm. Bruckenstein said he was not surprised by the acquisition; he was surprised by the price that he heard Vanguard would be paying for Altruist. He expressed guarded optimism about the deal but said it remains to be seen whether synergies between the two companies’ cultures will work out – something that is “not going to happen overnight.”

Read the article: Vanguard To Buy Altruist

Joel Bruckenstein, a longtime champion of technology innovation in the wealth management space, says he is “having too much fun doing what I’m doing” to step away from T3 Technology Tools for Today. Bruckenstein said he remains excited about the tech transformation underway in the industry, while T3 continues to play a central role through its annual RIA software survey and flagship T3 Technology Conference. The 2027 conference will be held in Las Vegas, with 2028 already contracted for Florida.

Read the article: Citywire RIA article by Ian Wenik

T3’s Joel Bruckenstein was recently quoted on the significance of YCharts’ acquisition of Informa’s Zephyr, a move that strengthens SMA analytics for financial advisors / asset managers and reflects continued innovation in advisor technology. His perspective underscores how firms are using more advanced data and automation tools to improve investment analysis and support better client outcomes.

Read the article: YCharts acquires Informa’s Zephyr to bolster SMA analytics for advisors

Joel Bruckenstein weighs in on AI in the retirement planning sector. Using tools such as ChatGPT and Claude can be useful, but they’re not turnkey. They require a degree of subject-matter expertise, iteration, skepticism, and a willingness to challenge the output. “Garbage in, garbage out,” said Bruckenstein. Which raises the obvious question: Should you use AI for your retirement plan? Yes — but only up to a point.

Read the article: Can AI Do Your Retirement Planning? Maybe. But Here’s The Catch

Artificial intelligence is being paraded as the best timesaving solution, promising to streamline workflows and free up capacity for financial advisors to focus on higher-value work — namely, client relations. But recent research explores a more complicated reality: AI is intensifying work, not reducing it. Many firms in the T3 community are highly involved in AI research, implementation, and innovation. Six sponsors and speakers of the T3 Technology Conference are featured in this article exploring AI’s productivity paradox.

Read the article: The Productivity Paradox: Why AI Is Making Advisors Busier

AdvintroEdge Magazine staff attended the 2026 T3 Conference in New Orleans and provided key takeaways from #T32026 in this feature article, covering AI University, the annual software survey, and other trends from this year’s conference. The theme “From Noise to Knowledge: The FinTech Playbook for 2026 and Beyond” turned out to be exactly the right frame for what unfolded over four days. The conversations were substantive, the product launches consequential, and the underlying message unmistakable. Advisor technology is not merely evolving, it is being structurally remade.

Read the article: The Future Arrived in New Orleans: Key Takeaways from T3 2026

At the 2026 T3 Technology Conference, Joel Bruckenstein sat down with Shannon Rosic for a WMTV video interview with Wealth Management, where he shares what’s driving the next wave of innovation in WealthTech. This year’s focus on making AI actionable took center stage with the launch of AI University, giving Financial Advisors a more immersive, hands-on way to understand how the technology can impact their businesses today.

Watch the video: Joel Bruckenstein on AI, Advisor Tech Trends and the Future of T3

The 22nd annual T3 Technology Conference returned to New Orleans this past March with a clear message for the wealth management industry: the conversation around technology has crossed a threshold. What distinguished this year’s conference from prior years was not the volume of announcements — though there were many — but the shift in tenor. Where past T3 gatherings debated whether AI belonged in advisor workflows, this year the question was simply: how fast, and how well?

Read the article: Key Insights From the 2026 T3 Conference

In the March 2026 issue of Inside Information, Bob Veres recaps the 2026 T3 Conference, where sessions and the exhibit hall included new AI user interfaces, AI-powered document reading, summarizing and retrieval, notetaking capabilities, and the evolution of notetaking solutions in a variety of directions. Bob notes that while keeping up is impossible, incorporating has never been easier. In this flux period, advisory firms should ask for what they need, pay attention if they aren’t able to get it (because everybody else can program it easily—or get AI to do it), and surf the changes as they unfold. The great thing about this AI arms race is that at the end of the day, everybody wants to make advisors more productive and happier.

Read the article: Fintech in Flux

Wealthtech has been at the leading edge of wealth management for many years, but never more than now. The information and discussions at the 2026 T3 Technology Conference in New Orleans covered important topics such as how to develop AI agents, AI-enabled operational excellence and CRMs, the shift between investment management and wealth management, the future of wealth management custody, and many additional insights for advisors to improve their businesses.

Read the article: At T3, AI’s Capabilities to Help Advisors Took Center Stage

The pace of development acceleration and new players appears to have achieved Mach speed, thanks in large measure to the innovation supported by AI technology. And advisors are feeling the strain of trying to keep up. If you are as well, take heart that you are far from alone. Fintech reporter Davis Janowski unpacks this and much more in this article, highlighting presentations and announcements from Advyzon, eMoney, and Jump.

Read the article: Advisors Navigate AI Innovation Surge at T3 Conference

As is by now tradition, several wealth technology firms chose the T3 Technology Conference to reveal current and upcoming upgrades to their platforms. The use of AI tools has skyrocketed this year in the wealth management industry. So, it shouldn’t be any surprise that many of these new and proposed features, which were on display in New Orleans, all incorporated the technology to one degree or another. See news and announcements from Libretto, Syntax Data, Advyzon, Kwanti, and The Oasis Group.

Read the article: The T3 2026 announcements that wealth managers should know

The 2026 T3 Technology Conference in New Orleans began the event by hosting its first “AI University,” a day of workshops and learning about AI. Craig Iskowitz, CEO and Founder of Ezra Group, demonstrated how advisors can create AI agents using standard AI large language model (LLM) interfaces. President Victoria Toli, of FINNY AI presented a short history of AI and discussed how it can be leveraged for prospecting. John O’Connell, Founder and CEO of The Oasis Group, explored use cases for AI as well as ways to manage common problems.

Read the article: T3: AI-Enabled Operational Excellence and CRMs In the Age of AI

According to the results of the 2026 T3 / Inside Information Software Survey that were presented at the 2026 T3 Technology Conference in New Orleans, financial technology solutions for customer relationship management (CRM) are valued the most of all fintech capabilities by advisory firms. The survey findings also showed an increased number of firms making investments in artificial intelligence and software programs for financial planning and portfolio management.

Read the article: CRM Software Top of Mind Among Advisers’ Tech Options

Financial advisors currently have access to more technology than ever and are faced with a changing ecosystem of tools. T3’s 2026 software survey, unveiled at the recent T3 Technology Conference, reveals which tools advisors use most and which emerging technologies they should give their attention. AI-powered notetakers have boomed in popularity, with total market penetration reaching nearly 43%. Beyond AI, CRMs were voted the most valued type of technology, and portfolio management also proved to be a category with plenty of movement.

Read the article: Take Note of FAs’ Top Tools for ’26

This #WeekendReading kicks off with the news that the latest T3 / Inside Information Software Survey shows an uptick in advisor use of Artificial Intelligence (AI) tools, with approximately 52% of survey respondents using AI search and generative language functionality (up from 42% in the previous year’s survey) and 43% of respondents reporting use of AI notetaking tools.

Read the article: “Financial Planning Nerd” and Adam Van Deusen’s full summary on Kitces.com

Newly launched fintech WealthStream has launched what it calls an “advice intelligence” platform. Debuting at the T3 conference in New Orleans March 9-12, 2020, the new platform is positioned less as a front-end prospecting widget and more as an AI layer that sits above a firm’s existing stack.

Read the article: Envestnet and Wealthstream Unveil Tech to Facilitate Planning Conversations

Software vendors at the 2026 T3 Technology Conference in New Orleans touted the benefits of artificial intelligence but advisors are approaching with caution. Advisors’ primary concern centers on security and privacy issues, however, according to a survey, 90% of US advisors are interested in using AI to expand service offerings.

Read the article: What’s Holding Back AI Adoption by Advisors

The 2026 T3 Technology Conference in New Orleans began the event by hosting its first “AI University,” a day of workshops and learning about AI. Craig Iskowitz, CEO and Founder of Ezra Group, demonstrated how advisors can create AI agents using standard AI large language model (LLM) interfaces. President Victoria Toli, of FINNY AI presented a short history of AI and discussed how it can be leveraged for prospecting. John O’Connell, Founder and CEO of The Oasis Group, explored use cases for AI as well as ways to manage common problems.

Read the article: T3’s AI University: Agents, Prospecting and Transformation

As discussed at the 2026 T3 Conference in New Orleans, the RIA landscape is rapidly being transformed by artificial intelligence, however, back-office workers and other positions may be in jeopardy. T3 founder, Joel Bruckenstein said in his opening remarks at the conference, “The structure of an advisory firm will be significantly different than it’s been in the last 20 to 30 years.,” He adds, “The skill sets you need in your firm are going to change.” Additional insights from industry leaders are discussed in the article.

Read the article: Back Office Jobs at Risk; Advisors Safe (for Now): T3 Tech Conference

The results of the 2026 T3 / Inside Information advisor software survey were revealed at the 2026 T3 Technology Conference in New Orleans by survey co-producers Joel Bruckenstein and Bob Veres.

Read the article: AI notetakers reach 43% market share, CRMs lead overall market adoption: T3 survey

Joel Bruckenstein, President of T3 – Technology Tools for Today, led the official 2026 T3 Conference kickoff on the morning of March 10 in festive spirit, with a Mardi Gras tie and king hat. He states, regarding the future of AI in wealth management, “The need for advisors will be much greater,” but the structure of firms will change. “The skillsets you need in your offices will change,” he added.

Read the article: T3: Advisors as Investment Managers, Operational Excellence and Custodial Change

The findings of the annual T3 / Inside Information software survey conducted by T3 – Technology Tools for Today president and founder, Joel Bruckenstein and Inside Information publisher, Bob Veres, were unveiled at the 2026 T3 Technology Conference in New Orleans. The survey revealed that client relationship management (CRM) remains the most valuable software category for financial advisors, followed by financial planning, portfolio management, trading/rebalancing, investment analytics and data document management and risk tolerance.

Read the article: : Software Survey: CRM Tops Categories; Chat GPT Leads Search

The adoption of AI notetakers has exploded in the wealth management industry over the past year. The findings of the annual T3 / Inside Information Software Survey were released Tuesday evening by Joel Bruckenstein, president of T3 Technology Tools for Today, and Bob Veres, publisher of Inside Information, at the 2026 Technology Tools for Today (T3) Conference in New Orleans. This article discusses how quickly AI notetaker tools are being adopted across advisory practices.

Read the article: Jump, Zocks top category as AI note-taker adoption soars